The U.S. Advisor Channel Marketing Associate is focused on crafting integrated strategies for financial advisors.
As a Marketing Associate on the U.S. Advisor Channel Marketing team, you will play an integral role in understanding client needs and developing integrated marketing strategies targeted at financial advisors. Reporting to the Head of U.S. Advisor Marketing, you will collaborate with cross-functional teams to drive engagement and business success.
Job responsibilities:
Execute marketing plans and initiatives across business channels, utilizing all marketing tools to enhance market presence and voice.
Collaborate closely with sales teams to develop and implement marketing strategies for the business line.
Lead client events (both in-person and digital) from planning to follow-up programs.
Manage client-specific marketing projects.
Leverage digital outreach activities and identify firm-level and client segmentation applications.
Assist in measuring and reporting marketing activities, helping to assess successes, develop action steps, and identify lessons learned and best practices.
Navigate and utilize marketing platforms essential for role execution.
Foster strong relationships with channels, partner firm compliance teams, and shared services within the marketing organization.
Build trust and partnerships across teams, businesses, and marketing centers of excellence.
Develop processes to track and measure marketing ROI.
Manage large volumes of information accurately.
Required qualifications, capabilities, and skills:
College degree in marketing or a related field.
3+ years of project management experience.
Proficiency in Microsoft applications, including Word, Excel, and PowerPoint.
Strong analytical skills to track, measure, and interpret the success and strategy of marketing programs.
Detail-oriented with strong execution skills.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to work effectively with senior management and sales organizations.